N.E.W. Advisory Services’s W.R. Berkley WRB Stock Holding History

N.E.W. Advisory Services’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.9K	Buy	538 +37	+7%	+$2.48K	﹤0.01%	413
2026 Q1	$33.2K	Hold	501	–	–	﹤0.01%	423
2025 Q4	$35.1K	Hold	501	–	–	﹤0.01%	407
2025 Q3	$38.4K	Hold	501	–	–	﹤0.01%	357
2025 Q2	$36.8K	Hold	501	–	–	﹤0.01%	353
2025 Q1	$35.7K	Buy	+501	New	+$30.7K	﹤0.01%	406

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

N.E.W. Advisory Services's WRB Position: Q2 2026 in Review

N.E.W. Advisory Services increased its W.R. Berkley (WRB) stake by 7.4% in Q2 2026, buying an estimated $2.48K and bringing the position to 538 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

N.E.W. Advisory Services first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.4K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

N.E.W. Advisory Services held 538 shares of W.R. Berkley worth $37.9K as of Q2 2026.
N.E.W. Advisory Services bought 37 W.R. Berkley shares in Q2 2026, an estimated $2.48K.
W.R. Berkley made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #413 holding.
N.E.W. Advisory Services first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's W.R. Berkley position peaked at $38.4K in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.